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Management Reporter Template Combining Balance Sheet and Income Statement

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Posted on by Leigh

Does anyone have an example of a Column Tree Template they have used to print a Balance Sheet and Income Statement as one combined report? The Row Tree is easy to define. The Columns are a little more difficult to get them in an "easy to read / understand" order.

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John_Joyce 1,042 on at

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RE: Management Reporter Template Combining Balance Sheet and Income Statement

Hi Leigh, I have written hundreds of FRx and Management Reporter reports and have guided countless number of clients in creating their own reports. My first piece of advice is to sketch-out your report in Excel. Not in exact detail, but enough to help a consultant get an idea of what you're trying to accomplish. For example, you may want the Current Month Balance Sheet in Column C, and then the MTD and YTD Income Statements in Columns D & E. Once that basic design is sketched-out, it becomes very clear to a report writer on what you're trying to do and how to do it.

I'd be happy to assist if need-be.

Thanks,

John Joyce

Senior Applications Consultant

JJoyce1215@gmail.com